Andre Korogodon, a graduate of the University of Pennsylvania’s Wharton School, is a Registered Principal and Registered Research Analyst with over 30 years of experience as a financial advisor. He holds the CIMA^® (Certified Investment Management Analyst^®) and CPWA^® (Certified Private Wealth Advisor^®) designations, having completed Yale School of Management's registered education programs for both, and passed certification exams administered by Investments and Wealth Institute^®.

Andre also holds the CKA^® (Certified Kingdom Advisor^®) and AIF^® (Accredited Investment Fiduciary^®) designations. He has written articles published by Kiplinger Personal Finance online, as well as provided market commentary and other investment-related content on WMCA and other New York metropolitan area radio stations.

Andre and his family regularly volunteer with City Relief and other organizations providing essential relief and support to individuals experiencing homelessness and/or food insecurity in New York and New Jersey through mobile outreach programs.

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Reed joined the Cambridge Source Office Assistant program in 2025 and specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. Reed has a master’s degree in global business from Thunderbird School of Global Management. He currently lives in Phoenix, Arizona, where he enjoys hiking, watching football, and spending time with friends and family.